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Mortgage Advisor

4 weeks ago

Tempe, United States Achieve Full time

**Company Description**
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

As a **Mortgage Advisor**, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly-learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well.

**What you’ll do**:

- Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility
- Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process
- Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow-up throughout the mortgage process
- You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledgeable in traditional mortgage products (conventional, government, or Non-QM)

**Qualifications** What you'll bring**:

- Current AZ resident - role must reside in AZ
- Active NMLS (or able to be reactivated)
- Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company
- Ability to work both independently and as a team player
- Ability to work in a continually changing, entrepreneurial team environment
- Passion, great communication skills, self-motivation, a positive attitude, and competitive spirit
- Embodies the four Achieve core values: Care, Collaboration, Get Better, and Act with Integrity

**Additional Information** Achieve well-being with**:

- Hybrid and remote work opportunities
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off, as well as dedicated volunteer days
- Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back to you on eligible education expenses
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

**Work from home/hybrid**:
We are proudly offering hybrid options in the Phoenix, AZ metro market. In other locations throughout the country, we offer work from home in the following states:
**Join Achieve, change the future.**

**At Achieve, we’re changing millions of lives.**
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.

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